About the Role
- Manage and further develop a client portfolio in life insurance, pension planning, and investment products.
- Conduct in‑depth financial and patrimonial analyses and co‑create long‑term financial plans with clients.
- Provide independent and holistic advice integrating tax law, corporate law and estate planning.
- Ensure regular client meetings, portfolio reviews, and proactive follow‑up to strengthen long‑term relationships.
- Identify commercial opportunities while respecting legal and compliance frameworks.
- Actively prospect new clients and participate in networking actions, local business communities, and commercial events.
- Collaborate with internal and external specialists (accountants, lawyers, investment advisors).
- Ensure accurate follow-up of all cases until completion and promote cross‑selling and up‑selling opportunities.
- Maintain up‑to‑date knowledge of financial and tax regul...
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